Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), where he wrote a daily blog called Apple 2.0. Apple 3.0 Archives Apple 3.0 ...

F1 cost a net $200 million to produce before marketing, if not closer to $300 million, so will need long legs to turn a ...

From Aidin Vaziri's "Apple spends $517 million on Bay Area real estate in a single week" posted Friday by the San Francisco ...

From "Barclays bearish on Apple stock: iPhone is ‘ex-growth,’ and Mac, iPad, Vision Pro are irrelevant" posted Thursday by ...

A detailed look at pros and cons," a note to BofA clients that landed on my desktop Wednesday.

Philip Elmer-DeWitt has been covering Apple since 1983 — mostly for Time Magazine (28 years), later for Fortune (9 years), ...

Six years after getting into entertainment, Apple lags behind its rivals in streaming subscribers and mainstream appeal, ...

Next Post BofA Securities is still a Buy on Apple. Sticks with $235 price target.

From Kana Inagaki and Michael Acton's "Carmakers push back against Apple’s takeover of the dashboard" ($) posted Tuesday by ...

From Benj Edwards' "Anthropic destroyed millions of print books to build its AI models" posted Wednesday by Ars Technica.

"This clash, far more than a business dispute, signals a seismic shift in global trade dynamics" ...

A fresh look — using Clay Christensen's framework of sustaining versus disruptive innovation — at the impact of AI on Apple, ...